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UDR
UDR

Overview Fund Activity

450 hedge funds and large institutions have $12.2B invested in UDR in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 180 increasing their positions, 153 reducing their positions, and 52 closing their positions.

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
47
Increased
180
Reduced
153
Closed
52
Calls
$6.48M
Puts
$19.2M
Net Calls
-$12.8M
Net Calls Change
-$14.3M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$176M
2
Invesco
2
Invesco
Georgia
$587M
3
RC
3
Resolution Capital
Australia
$62.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.06B
5
CIM
5
Centersquare Investment Management
Pennsylvania
$364M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$95M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$109M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$0
5
HRES
5
Heitman Real Estate Securities
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FI
476
FJ Investments
Utah
– – -7,800 Closed
IMCOOI
477
Investment Management Corp of Ontario (IMCO)
Canada
– – -7,297 Closed
GS
478
GTS Securities
New York
– – -6,987 Closed
BOM
479
Bank of Marin
California
– – -6,000 Closed
SCM
480
Schnieders Capital Management
California
– – -5,827 Closed
TTWM
481
TCV Trust & Wealth Management
Virginia
– – -5,665 Closed
VIM
482
Vinva Investment Management
Australia
– – -5,578 Closed
Mercer Global Advisors
483
Mercer Global Advisors
Colorado
– – -5,412 Closed
PA
484
Profund Advisors
Maryland
– – -5,390 Closed
ASN
485
Advisory Services Network
Georgia
– – -3,592 Closed
ACA
486
Atlas Capital Advisors
Wyoming
– – -2,622 Closed
Federated Hermes
487
Federated Hermes
Pennsylvania
– – -2,030 Closed
A
488
AlphaQuest
New York
– – -704 Closed
AWM
489
Activest Wealth Management
Florida
– – -360 Closed
CFB
490
Cullen/Frost Bankers
Texas
– – -324 Closed
GWS
491
Glassman Wealth Services
Virginia
– – -222 Closed
PIM
492
Plato Investment Management
Australia
– – -220 Closed
HWA
493
HHM Wealth Advisors
Tennessee
– – -172 Closed
PMFA
494
Plante Moran Financial Advisors
Michigan
– – -169 Closed
CWP
495
Concord Wealth Partners
Virginia
– – -150 Closed
PVH
496
Psagot Value Holdings
Israel
– – -99 Closed
EC
497
EntryPoint Capital
New York
– – -78 Closed
T
498
Tidemark
California
– – -37 Closed
GI
499
Gradient Investments
Minnesota
– – -34 Closed
AAP
500
Arax Advisory Partners
Colorado
– – -31 Closed
17 18 19
20
21